Download Consumer Portal User Guide

Consumer Portal
User Guide
www.energateinc.com
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Table of Contents
Table of Contents ................................................................................................................................ 1
1
Introduction .................................................................................................................................. 3
2
System Requirements ................................................................................................................. 3
3
Login .............................................................................................................................................. 4
3.1
Forgot Password .................................................................................................................. 4
3.2
Change Your Password ....................................................................................................... 4
4
Add Appliance .............................................................................................................................. 5
5
Home Tab...................................................................................................................................... 7
6
5.1
Consumption Console ......................................................................................................... 7
5.2
Graphs ................................................................................................................................... 8
5.2.1
Electricity Usage Graph................................................................................................ 8
5.2.2
Electricity Comparison Speed Dial ............................................................................. 9
5.2.3
Electricity Breakdown ............................................................................................... 10
Appliances Tab .......................................................................................................................... 12
6.1
Thermostat Console ......................................................................................................... 12
6.2
Load Switch Console (if applicable) ................................................................................ 13
6.3
Plug-In Load Manager Console (if applicable) .............................................................. 14
7
Weather Information ............................................................................................................... 15
8
Thermostat Settings ................................................................................................................. 16
9
8.1
Mode ................................................................................................................................... 16
8.2
Fan ....................................................................................................................................... 17
8.3
Conservation...................................................................................................................... 17
8.4
Energy Event ...................................................................................................................... 18
8.5
Current Tab ........................................................................................................................ 18
8.6
Vacation Tab (Foundation Only) ..................................................................................... 19
Load Switch Settings ................................................................................................................ 20
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10
Plug-In Load Manager Settings ........................................................................................... 22
11
Message Information ........................................................................................................... 23
12
Schedule Options .................................................................................................................. 24
12.1
Saving and Discarding Changes ...................................................................................... 24
12.2
Select a Schedule Type ..................................................................................................... 25
12.3
Add, Edit and Delete Setpoints ....................................................................................... 25
12.4
Default Schedule ............................................................................................................... 26
13
Graphs .................................................................................................................................... 27
13.1
Temperature/Setpoint Graph ......................................................................................... 27
13.2
HVAC Usage Graph ........................................................................................................... 28
13.3
Electricity Usage Graph .................................................................................................... 29
13.4
Electricity Comparison Speed Dial (Premium only) ..................................................... 29
14
Offline Indicator .................................................................................................................... 30
14.1
Home Gateway: ZIP Connect ........................................................................................... 30
14.2
Home Gateway: Wi-Fi Module with Foundation Smart Thermostat ......................... 31
15
Preferences tab ..................................................................................................................... 32
15.1
Change the Temperature Scale and Time Format ....................................................... 32
15.2
Change Your Password .................................................................................................... 32
16
Information ............................................................................................................................ 33
16.1
View Privacy Policy ............................................................................................................ 33
16.2
View Frequently Asked Questions .................................................................................. 33
16.3
View Technical Support Contact Information ............................................................... 33
16.4
View and Download User Manuals ................................................................................ 33
16.5
Consumer Portal Version Number ................................................................................. 33
Legal Declarations ............................................................................................................................ 34
Warranty ............................................................................................................................................ 35
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1 Introduction
The Energate Consumer Portal is a web-based application that allows you remote access to
the Energate equipment in your home:
 View and change your home’s temperature

View your home electricity usage

Add a new device to your home

View the current weather forecast

View messages and energy events from your electricity utility
If your web portal account has access to premium content, the portal will also allow you to
change your thermostat schedule and view information about your home’s HVAC usage
and temperature history.
2 System Requirements
Energate Consumer Portal functionality has been verified on the following browsers using
Windows 7. However, it may also work properly with other browsers and operating
systems.
Desktop Browsers
Microsoft Internet Explorer 10.0
Google Chrome (latest version)
Mozilla Firefox (latest version)
Apple Safari 5.1.7
Mobile Browsers
Operating System
Apple Safari (iPhone)
Apple iOS 6.0
Android WebKit Browser
Android 4.0
BlackBerry WebKit Browser
BlackBerry 7.1 OS
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3 Login
You log in to the Consumer Portal using a URL (Internet address), user name and password
supplied by your electric utility.
1 In a web browser, enter the URL provided by your electric utility.
2
Enter your User Name and Password, and then click Login.
When logging into the Consumer Portal for the first time, you will be presented with an
End-User License Agreement. In order to access the Consumer Portal you must Accept the
agreement. If you Decline the agreement, you will be logged out.
If you enter the incorrect credentials 5 times in a row, the user account is deactivated. If
you no longer remember your password click Forgot Password? before your account is
deactivated. If you need to reactivate your account, please call or email your Technical
Support specialist.
3.1 Forgot Password
If you forget your password, click Forgot Password?:
 If your email address is available to the Consumer Portal, the portal sends you a
message that allows you to reset your password.

If no email address is available, contact Technical Support (contact information is
displayed) to reset your password.
3.2 Change Your Password
To change the password you use to log in to the Consumer Portal, login using the existing
password and then in the top-right corner of the Consumer Portal, click Change Password.
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4 Add Appliance
If you have recently had a device installed in your home and have access to the Consumer
Portal, you can add the device to your account by following these steps. Note, the device
must be registered on the Consumer Portal for you to have access to them.
1
Click Add Device next to the list of appliances.
2
Specify the following details about the device:
i. Appliance Name: Enter the name of the appliance, such as “Water Heater”.
ii. Gateway: Select the gateway device that this appliance will be controlled
through.
If you do not have a gateway already provisioned to your home, you will not be
able to add a new device.
iii. Device MAC Address: Enter the 16 character MAC address of the ZigBee
device that this appliance is connected to, usually found on the device itself or
on its packaging.
iv. Install Code: Enter the last 4 digits of the Installation Code for the device,
usually found on the device itself or its packaging.
3
Click Verify once all details have been specified.
Note, if ‘No Device found matching MAC Address search” is displayed then the device
you have specified is not registered. Verify that you have specified the correct 16
character MAC address and last 4 characters of the Install Code.
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4
If required specify the following details:
i. Whole Home Meter Source: Check this box if this device connects to your
meter to read your energy use.
ii. Appliance Type: Select the type of this appliance. Some devices only support
one appliance type and the selection is made automatically. When adding a
load control switch you must set the appliance type to one of the following
options: HVAC, Pool Pump, Water Heater, Lighting, Electric Vehicle or
Miscellaneous.
5
Click Submit once all additional details have been specified. Wait a few minutes for
the device to connect to the server.
Note, if adding an Energate Smart Thermostat and Home Energy Gateway, you must verify
that the Wi-Fi is configured on the thermostat. If configured correctly, in the top right
corner of the screen there will be signal bars with a letter W.
If you would like to change the name of the appliance or the appliance type (only applicable
to load control switch) click Edit Device to make changes.
If you would like to verify that your device is connected to the server click Test Device. If
the device is connected to the server an Identify message will flash on the thermostat or an
LED will flash on your load control switch device. If nothing occurs on your device then wait
a few minutes for the device to try and connect to your gateway.
If you have removed the device from your home you can remove it from your account by
clicking Delete Device. The device will no longer be available to control on the Consumer
Portal.
Note, you can only delete devices for which you have added yourself. Devices added by a
utility or service provider must be deleted by them.
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5 Home Tab
If your Foundation Smart Thermostat & Home Energy Gateway or ZIP Connect is configured
to provide information about your home’s overall electricity consumption, the Consumer
Portal displays a Home tab. This tab displays electricity consumption information and
allows you to access related information.
The consumption data comes from the electricity meter through either a ZigBee network or
the optional Meter Data Collector. (ZigBee networks allow a variety of low-power devices,
like smart meters and thermostats, to communicate.)
5.1 Consumption Console
Weather: View the current weather forecast for your area. See 7 Weather
Information.
Devices: Displays the model number and status of devices that supply the
consumption information.
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Message: View message and utility event information. Your provider typically
uses events to inform you about higher energy prices or to reduce the load on
the electricity grid. See 11 Message Information.
Graph: View a graph of your home’s electricity consumption over time. See 5.2
Graphs.
5.2 Graphs
5.2.1 Electricity Usage Graph
The Electricity Usage graph displays the average and current electricity usage for your
home when selected using the Consumption Console or a specific appliance when selected
using the Appliances tab.
 Consumption (red bars)

Average Consumption (red line)
To view detailed information for a specific time period, point to the appropriate location on
the graph. Details are displayed in a pop-up window.
The initial display is the monthly usage for the past year in watt hours (Wh). Clicking on the
bar for a month will display the daily consumption for that month. The following image
shows the daily usage graph after clicking the bar for a month.

Click Previous and Next to navigate to a different range of months.

Click the bar for a day to see the hourly usage for that day.

Click an hour to display minute-by-minute electricity usage in watts (W).
Instantaneous demand is the actual electricity consumed at that time, not an
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average. Per minute usage data is only available for the current and previous
month.

Click Reset Zoom to return to the default view.
5.2.2 Electricity Comparison Speed Dial
The Electricity Comparison speed dial compares your current usage to your past
consumption behavior.
There are three display modes for the Electricity Comparison Speed Dial:
 Current: Displays your current electricity consumption compared to yesterday’s
Consumption. Your current consumption is displayed in the center of the dial.

Daily: Displays your electricity consumption for the past 24 hours compared to the
last 7 days. Your total daily consumption is displayed at the center of the dial.

Monthly: Displays your electricity consumption for the last 30 days compared to the
last 12 months. Your total monthly consumption is displayed at the center of the
dial.
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
The green portion of the dial indicates the region where your electricity
consumption is lower than your average past consumption

The yellow portion of the dial indicated the region where your electricity
consumption is just above your average consumption

The red portion of the speed dial indicates region where your electricity
consumption is near your maximum consumption.
5.2.3 Electricity Breakdown
If you have a device which reports whole home meter consumption data and a device
which can measure consumption for a specific device you can view how much electricity is
used by that specific device compared to your whole home.
There are 3 display modes for the electricity breakdown chart
 Current: Displays an appliance by appliance breakdown of your home’s current
electricity consumption.

Daily: Displays an appliance by appliance breakdown of your home’s average daily
electricity consumption.
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
Monthly: Displays an appliance by appliance breakdown of your home’s average
monthly electricity consumption.
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6 Appliances Tab
Use the Appliance list to select the equipment that you want to display information and
settings for. Depending on the equipment installed in your home either the thermostat,
load switch or Plug-In Load Manager console will be displayed.
6.1 Thermostat Console
The thermostat options that are available depend on whether your utility provides its
customers with premium content.
Current rate of electricity
Current indoor temperature
Current target temperature
Weather: View the current weather forecast for your area. See 7 Weather
Information.
Thermostat: Change thermostat settings including operating mode and holds.
See 8 Thermostat Settings.
Message: View message and utility event information. Your provider typically
uses events to inform you about higher energy prices or to reduce the load on
the electricity grid. See 11 Message Information.
Schedule (Premium only): View and modify the schedule that your thermostat
follows. See 12 Schedule Options.
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Graph (Premium only): View graphs of temperature history, HVAC usage and
electricity usage (Foundation only). See 13.1 Temperature/Setpoint Graph, 13.2
HVAC Usage Graph and 5.2.1
Electricity Usage Graph.
6.2 Load Switch Console (if applicable)
The equipment graphic and label for the control settings button that the portal displays is
determined by the type of equipment the load switch controls.
The load switch options that are available depend on whether your utility provides its
customers with premium content.
Control settings
(Name depends
on the type of
equipment)
The second icon from the left represents one of the following types of equipment:
 HVAC compressor, furnace, A/C and strip/baseboard heaters

Simple, miscellaneous (Residential On/Off) loads

Water heater

Pool pump/spa/jacuzzi

Lighting

Electric vehicle

AC measurement (monitors power consumption only)
Weather: View the current weather forecast for your area. See 7 Weather
Information.
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Control settings: Settings that turn the equipment on or off and configure its
participation in energy events. (The label for the settings is determined by the
type of equipment.) See 9 Load Switch Settings.
Message: View message and utility event information. Your provider typically
uses events to inform you about higher energy prices or to reduce the load on
the electricity grid. See 11 Message Information.
Graph (Premium only): View graphs of energy usage over time. See 5.2.1
Electricity Usage Graph and 5.2.2 Electricity Comparison Speed Dial
6.3 Plug-In Load Manager Console (if applicable)
The Plug-In Load Manager options that are available depend on whether your utility
provides its customers with premium content.
Weather: View the current weather forecast for your area. See 7 Weather
Information.
Misc: Settings that turn the equipment on or off and display the power
measurement for receptacle 1. See 10 Plug-In Load Manager Settings.
Message: View message and utility event information. Your provider typically
uses events to inform you about higher energy prices or to reduce the load on
the electricity grid. See 11 Message Information.
Graph (Premium only): View graphs of energy usage over time. See 5.2.1
Electricity Usage Graph and 5.2.2 Electricity Comparison Speed Dial
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7 Weather Information
The weather forecast is displayed in your selected temperature unit (°C/°F) and provided by
a weather service based on your ZIP or Postal Code.
To change the temperature scale that the Consumer Portal uses, see 15.1 Change the
Temperature Scale and Time Format.
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8 Thermostat Settings
To adjust your settings, change values as required and then click Apply.
Click Cancel to undo changes.
Note: Although any changes you make to device settings take effect immediately, the
portal reflects changes made at the device only once per minute.
8.1 Mode
The settings for the thermostat mode depend on the type of heating or cooling equipment
that is used in your home:

Off: Heating and cooling systems are off. The fan may still run for home ventilation.
The Up  or Down  buttons are inactive for the Thermostat home screen (for
example, you cannot adjust the target temperature).

Auto: (Available only if you have both heating and cooling equipment.) The
thermostat automatically selects heating or cooling, to bring the indoor home
temperature to the target temperatures in the schedule.

Cool: (Available only if you have cooling equipment.) The thermostat controls only
the cooling system, which runs as needed to bring the home to the target cool
temperatures in the schedule.

Heat: (Available only if you have heating equipment.) The thermostat controls only
the heating system, which runs as needed to bring the home to the target heat
temperatures in the schedule.
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
Emerg: (Available only for heat pumps with auxiliary heat.) The thermostat controls
only the emergency (auxiliary) heat, which locks out the heat pump’s compressor.
Use this setting when you want to use only auxiliary heat.
When a mode is engaged an icon will be displayed to the left of the indoor temperature. A
flame is displayed when the heating equipment is engaged and a snowflake is displayed
when the cooling equipment is engaged.
8.2 Fan

On: The fan runs continuously, even when the thermostat mode is OFF.

Auto: The fan runs only when the heating or cooling systems are on.
When the fan is set to On or engaged in conjunction with the HVAC equipment a fan icon
will be displayed to the right of the indoor temperature.
8.3 Conservation
A price conservation event is a signal sent
from your electricity provider. It typically
informs you about higher energy prices.
During a price conservation event, your
equipment responds to price increases by
adjusting the temperature based on your
Conservation settings.
When a Conservation Event is in progress, Conservation will be displayed underneath the
indoor temperature.
During a price conservation event, the target temperature can be adjusted by up to 9°F
(5°C).
 Max Comfort: Comfort is the highest priority and price increases are ignored.
Settings are not affected by a price increase and the target temperature does not
change. You pay the increased rates to maintain your desired comfort level.

Comfort: Comfort is prioritized over savings. There is little or no temperature
adjustment when there is a small price increase, but higher price increases trigger a
greater temperature adjustment.

Balanced: Price increases and temperature adjustments are balanced between
comfort and savings.

Savings: Savings are prioritized over comfort. The temperature adjustments are
greater for a higher price increase.
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
Max Savings: Savings is the highest priority. All price increases affect the target
temperature. A small price increase adjusts the target temperature very quickly
towards the maximum offset temperature.
8.4 Energy Event
An energy event is a signal that your electricity
provider sends when it needs to reduce energy
consumption. It tells your equipment to adjust
the target temperature or the amount of time
that your heating and cooling equipment runs.
Energy events can be voluntary or mandatory.
When an Energy Event is in progress, Energy Event will be displayed underneath the
indoor temperature.
You can set your thermostat to opt-in or opt-out of energy events:
 Permanent: Select Opt In to allow a voluntary energy event to adjust the target
temperature. Select Opt Out to ignore all voluntary energy events.

Current Event: Select Opt In to allow the voluntary energy event that is in progress
to adjust the target temperature.
If you select Opt Out, only the current voluntary energy event is ignored.
You cannot override mandatory energy events.
8.5 Current Tab

Hold: Holds allow you to change the target temperature temporarily or
permanently by overriding the schedule or the current fixed target temperature.
o
None: No hold is in effect. The appliance follows a schedule or maintains the
fixed target temperature. Use this option to cancel the current hold.
o
Temporary: Changes the temperature immediately and returns to the
schedule at the next scheduled start time. If there is no schedule, the
temporary hold is permanent until you cancel it.
o
Permanent: Immediately changes the temperature and keeps it as the
target temperature until you cancel it.
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o

Timed: Changes the temperature until a set date and time, starting
immediately.
Hold Set Point: Select the Heat and Cool target temperatures that you want to use
when the hold is active.
8.6 Vacation Tab (Foundation Only)
A vacation hold changes the temperature until a date and time that you specify, starting
either immediately or at some point in the future.
You can program a vacation hold while another type of hold is active. When a vacation hold
starts, it replaces any existing hold. When a vacation hold expires, any previous hold takes
effect again (unless it has expired).
 None: No vacation hold is in effect. Use this option to cancel a vacation hold.

Vacation: Select the start and end time and Heat and Cool target temperatures
that you want to use when the hold is active.
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9 Load Switch Settings
User Control: Turns the power to the equipment on or off.
Energy Event (Permanent): Choose whether the equipment is affected by all voluntary
energy events or ignores all events.
Energy Event (Temporary): Choose whether the equipment is affected by the current
energy event or ignores it.
Apply: Save any changes made to you device settings.
Cancel: Cancels any changes you made to the device settings.
If your load switch has power measurement the current demand and yesterday’s
minimum, average and maximum demand will be displayed under Consumption.
Current: Instantaneous demand measured at that time in Watts (W).
Yesterday Minimum: Minimum amount of power needed for the device yesterday,
measured in Watts (W).
Yesterday Average: The average amount of power needed for the device yesterday,
measured in Watts (W).
Yesterday Maximum: Maximum amount of power needed for the device yesterday,
measured in Watts (W).
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No consumption data will be displayed for the LS-301ZC.
Note: Although any changes you make to device settings take effect immediately, the
portal reflects changes made at the device only once per minute.
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10 Plug-In Load Manager Settings
The current version of the Consumer Portal can control (on/off) and measure power of
devices connected to receptacle 1 (top receptacle of the Plug-In Load Manager).
User Control: Turns the power to receptacle 1 on or off.
The User Control will not be available if the home gateway is a Foundation Smart
Thermostat which uses a Wi-Fi module.
Apply: Save any changes made to you device settings.
Cancel: Cancels any changes you made to the device settings.
Current: Instantaneous demand measured at that time in Watts (W).
Yesterday Minimum: Minimum amount of power needed for the device yesterday,
measured in Watts (W).
Yesterday Average: The average amount of power needed for the device yesterday,
measured in Watts (W).
Yesterday Maximum: Maximum amount of power needed for the device yesterday,
measured in Watts (W).
Note: Although any changes you make to device settings take effect immediately, the
portal reflects changes made at the device only once per minute.
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11 Message Information
To view message and event information, click Message.
The portal displays messages and events in groups of three, starting with the most recent
item.
Click an item to view its details.
Use the arrows below the list to navigate to the next or previous group of items.
Demand Response Event
This screen displays:
 When the event began

How long it was scheduled to be in
Message Status
This screen displays:
 When the message was sent

effect

Whether the utility sent the event to
How long it was scheduled to be
displayed

The message text
specific types of equipment (Loads
targeted)

Whether the event is voluntary or
mandatory (Criticality)
Criticality also contains a description that
can provide more information about the
event. For example, a number in the
description of a voluntary event can indicate
the level of the event, where 1 is the lowest
and 5 the highest.
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12 Schedule Options
You can program a daily or weekly schedule that controls your temperature settings. The
schedule allows you to choose target temperatures (that is, the desired temperatures)
according to both the time of day and day of the week.
A schedule setpoint is made up of a start time and its target heat and cool temperatures.
You can program up to six setpoints for each day.
Note: When you configure setpoints using Foundation’s Schedule Settings option (in the
Thermostat main menu), each day can use two, four or no setpoints.
12.1 Saving and Discarding Changes
To save your changes to the schedule, click Accept.
Click Cancel to undo any changes you have made.
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12.2 Select a Schedule Type
Select a schedule type from the following options:
 Weekdays-Weekend: Create or modify a set of start times and target temperatures
that are used on weekdays and another set that are used on weekend days.

Weekdays-Sat,Sun: Create or modify a set of start times and target temperatures
that are used on weekdays, a set that are used on Saturdays and another set that
are used on Sundays.

7-Day: Create or modify a set of start times and target temperatures for each day of
the week.

No Schedule (not available for all appliances): Operates the appliance with a
fixed temperature, without a schedule. When the schedule is turned off, the heat
and cool target temperatures that you select apply to all days and times.
When you select No Schedule, the portal deletes the current schedule.
12.3 Add, Edit and Delete Setpoints
You manage your setpoints using the table of setpoint names and target temperatures and
the table ruler for each day.
 To add a setpoint to a day, click on the setpoint name in the table to select it and
then click the time ruler for the day. You can add up to six start times to each day.

To adjust the start time, click the setpoint name next to the time ruler. The time
settings for the setpoint are displayed.
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
To change the Heat or Cool target temperatures, in the table, click the temperature
value and edit it as needed.
Each setpoint can have only one Heat and one Cool target temperature. For example, to
use a different heat temperature for Wake on the weekend, name an unused setpoint
WakeWeekend, configure it to use the desired target temperature, and then add it to
weekend days.

To edit the name of the setpoint, in the table, click the name and edit it as required.

To remove a setpoint from a day, in the time ruler, click the X icon beside its name.
12.4 Default Schedule
For Foundation, to return to the default schedule, use the Schedule Settings option in the
Thermostat main menu. For more information, see Foundation Smart Thermostat & Home
Energy Gateway User Guide.
For Pioneer Smart Thermostat, use the User Configuration Reset option under the
Setup/Reset menu to return to the factory default schedule. For more information, see
Pioneer Smart Thermostat Operating and Installation Manual.
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13 Graphs
13.1 Temperature/Setpoint Graph
The Temperature graph displays the following temperatures over the specified period of
time:
 Heat setpoint (in red): The heating target temperature as set by a schedule, a hold,
a manual adjustment or a utility event.

Cool setpoint (in blue): The cooling target temperature as set by a schedule, a hold,
a manual adjustment or a utility event.

Indoor temperature (black line): Indoor temperature provided by an appliance.

Outdoor temperature (green line): Outdoor temperature provided by an optional
outdoor sensor.
To view detailed information for a specific time, hover over the appropriate location on the
graph. Details are displayed in a pop-up window.
The initial view displays temperatures for the past month.
 Click Previous and Next to navigate to a different range of months.

To zoom to a selected area of the graph, click and hold at the start time and then
drag to the end time.

Click Reset Zoom to return to the default view.
A gap in the graph indicates a time period when the Consumer Portal server was unable to
communicate with the appliance that provides the information. For example, a period
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when Internet service was not available or the home gateway was offline. (Home gateway
refers to either a ZIP Connect or Foundation Smart Thermostat which uses a Wi-Fi module.)
Note: The graph is updated when it is initially displayed and when you zoom in or out.
13.2 HVAC Usage Graph
The HVAC Usage Graph displays the amount of energy used by HVAC equipment in your
home.
The bars display the amount of time the equipment was active during a specific time period
as a percentage. For example, it can display the amount of time the furnace was active
during the month.
If your equipment has multiple stages, the portal displays the number of stages that were
in use at a specific time. (Multi-stage equipment adjusts its output in stages to meet
heating and cooling demands and conserve energy.) For example, if only the first stage of a
3-stage furnace was on, the graph displays 33%. It displays 67% when the second stage was
on and 100% when all 3 stages were on.
The graph displays the following information, depending on the type of equipment
installed in your home:
 Cooling Usage (in blue)

Heating Usage (in red)

Average Cooling Usage (blue line)

Average Heating Usage (red line)
The initial display is the monthly usage for the past year.
 To view usage at a specific time, point to the appropriate area on the graph. Details
are displayed in a pop-up window.
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
Click Previous and Next to navigate to a different range of months.

Click the bar for a month to see daily usage for that month.

Click the bar for a day to see hourly usage for that day.

Click an hour to zoom to usage for a 6-hour range.

Click Reset Zoom to return to the default view.
13.3 Electricity Usage Graph
See 5.2.1
Electricity Usage Graph for more information.
13.4 Electricity Comparison Speed Dial (Premium only)
See 5.2.2
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14 Offline Indicator
When an appliance is not communicating with the utility website, an offline message is
displayed on the console.
14.1 Home Gateway: ZIP Connect
If your home uses a ZIP Connect and see an offline message on the console, most likely
your ZIP Connect is offline. Try the following tasks to restore communication between the
utility website and your device:
 Verify that the ZIP Connect is plugged into the wall power outlet and the green
Power light is lit.

Check the Ethernet cable and ports to ensure that the ZIP Connect and router are
properly connected. Ensure that the amber light on the ZIP Connect’s Ethernet jack
is illuminated.

Confirm that your router is powered up and is working properly (for example, that
you can use it to access the Internet via a computer).

Unplug the ZIP Connect, wait for approximately 10 seconds, and then plug it back in.

Confirm that the LINK light is now solid, which indicates that a reliable connection to
the utility website is established.

Ensure that both the Power and LINK lights on the front of the ZIP Connect are
steadily lit.
Please note that once the Internet connection is re-established, it can take several minutes
for the ZIP Connect to reconnect with the Internet service provider and for the LINK light to
stop flashing and remain steadily lit.
If your ZIP Connect continues to malfunction contact Technical Support.
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14.2 Home Gateway: Wi-Fi Module with Foundation Smart Thermostat
If your home uses has a Foundation Smart Thermostat and a Wi-Fi module installed and
see an offline message on the console, most likely there is a connection issue between the
Wi-Fi module and your internet router. Try the following tasks to restore communication
between the utility website and your device:
 Power cycle the Foundation by removing it from the backplate for 10 seconds, and
then re-attaching it.

Confirm that your router is powered up and is working properly (for example, that
you can use it to access the Internet via a computer).
The signal bars in the top right corner of the Foundation should show a "W" (for Wi-Fi) or
"D" (for dual) if it is properly connected to the internet. If it shows an "X" or "Z", please
contact Technical Support.
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15 Preferences tab
15.1 Change the Temperature Scale and Time Format
Click Preferences and then select the temperature scale and time format you want the
Consumer Portal to use.
15.2 Change Your Password
To change the password you use to log in to the Consumer Portal, in the top-right corner of
the application web page, click Change Password.
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16 Information
16.1 View Privacy Policy
To view the private policy that governs your use of the Consumer Portal, at the bottom of
the application web page, click Privacy.
The Privacy Policy is provided as a PDF (portable document format) file.
16.2 View Frequently Asked Questions
To view answers to questions that customers often ask about operating the portal or their
Energate equipment, at the bottom of the application web page, click FAQ.
FAQ information is provided as a PDF (portable document format) file.
16.3 View Technical Support Contact Information
To view contact information for Technical Support, at the bottom of the application web
page, click Support.
16.4 View and Download User Manuals
To view a list of Energate user manuals, at the bottom of the application web page, click
User Manuals.
Click the name of the user manual to open it as a PDF (portable document format) file in
your web browser.
You can save a copy of any of the manuals using the Adobe Reader options. Many
browsers display Adobe options when you move your mouse to the bottom-right corner of
the web page.
16.5 Consumer Portal Version Number
The version number of the Consumer Portal is provided at the bottom-right of the
application web page, beginning with the letters “CP”. For example, “CP 3.0.0.100”.
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Legal Declarations
© 2014 Energate Inc. All Rights Reserved.
Highcharts JS © 2012 Highsoft Solutions AS. Used with permission.
Consumer Portal Guide for CCDR v3.0.0.100
Information in this document is subject to change without notice.
Energate assumes no responsibility for any errors that may appear in this document.
ENERGATE INC. DISCLAIMS ALL WARRANTIES WITH RESPECT TO THIS DOCUMENT,
EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY
OR FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL ENERGATE DEVICE BE
LIABLE, WHETHER IN CONTRACT, TORT, WARRANTY, OR UNDER ANY STATUTE OR ON ANY
OTHER BASIS FOR SPECIAL, INCIDENTAL, INDIRECT, UNITIVE, MULTIPLE OR
CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING FROM THIS DOCUMENT,
INCLUDING BUT NOT LIMITED TO THE USE THEREOF.
Trademarks
Energate is a registered trademark. CCDR, Consumer Connected Demand Response and
Consumer Connected Demand Response Consumer Portal are trademarks of Energate or
its subsidiaries in the U.S. and/or certain other countries.
All other trademarks are the sole property of their respective owners.
December 2014
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Warranty
LIMITED WARRANTY OF ENERGATE INC.
Energate Inc. Warrants that this product will be free from defects in material and
workmanship for a period of one (1) year from the date of the original purchase of this
product from Energate Inc. (the “Warranty Period”).
THIS WARRANTY DOES NOT INCLUDE DAMAGE TO THE PRODUCT RESULTING FROM
ACCIDENT OR MISUSE. ENERGATE INC. DISCLAIMS ALL WARRANTIES AND CONDITIONS.
EXPRESS OR IMPLIED, AS TO THIS PRODUCT’S MERCHANTABILITY, PRODUCTIVENESS OR
FITNESS FOR ANY PARTICULAR PURPOSE, INCLUDING ANY AND ALL WARRANTIES ARISING
BY STATUTE OR OTHERWISE IN LAW OR FROM A COURSE OF DEALING OR USAGE OF
TRADE.
If this product becomes defective during the Warranty Period, Energate Inc. shall have the
option, in its sole discretion, to either repair the product or replace the product.
This warranty shall be solely for the benefit of the party that purchases this product directly
from Energate Inc. or one of Energate’s recognized distributors and is not assignable
without the express written consent of Energate Inc.
To obtain warranty service, please contact your electricity service provider. A return
authorization is required on all returns relating to a warranty claim. Energate Inc. reserves
the right to charge the purchaser of this product for the costs of shipping replacement
products or parts. In the event that any part of this product is replaced by Energate Inc.
during the Warranty Period, any and every warranty that might be applicable to the
replacement part[s) shall expire on the date of the expiry of the Warranty Period.
ENERGATE INC.’S ENTIRE AGGREGATE LIABILITY FOR LOSSES AND DAMAGES FOR ANY
CAUSE RELATED TO OR ARISING OUT OF THE PURCHASER’S PURCHASE AND/ OR USE OF
THE PRODUCT WILL IN NO EVENT EXCEED THE PURCHASE PRICE PAID FOR THE PRODUCT.
IN NO EVENT WILL ENERGATE INC. BE LIABLE FOR: (A) ANY INDIRECT, SPECIAL, INCIDENTAL,
CONSEQUENTIAL OR PUNITIVE LOSS OR DAMAGE, OR OTHER ECONOMIC LOSS OF ANY
KIND, IN ANY CASE, EVEN IF ADVISED OF, OR IF ENERGATE INC. COULD REASONABLY
FORESEE, THE POSSIBILITY THEREOF. THE LIMITATIONS, EXCLUSIONS AND DISCLAIMERS IN
THIS AGREEMENT SHALL APPLY IRRESPECTIVE OF THE NATURE OF THE CAUSE OF ACTION,
DEMAND, OR PROCEEDING INCLUDING BUT NOT LIMITED TO, BREACH OF CONTRACT,
NEGLIGENCE, TORT, STRICT LIABILITY OR ANY OTHER LEGAL OR EQUITABLE THEORY.
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